David Fontaine Email and Phone Number
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David Fontaine is a well-known financial educator and respected author in South Florida. You may have seen his articles on retirement investing, charitable giving and estate planning in The Golden Years, BoomerTimes & Senior Life, and the South Florida Sun-Times or even the popular TV Program “Let’s Talk Retirement” that aired on the public access channel in Miami-Dade County. David’s classes and seminars on retirement and financial management have been widely attended by current employees, retirees and pre-retirees of the Florida Retirement System, AT&T, FPL, Kodak, Beckman-Coulter, Graybar Electric Company and the University of Miami to name a few. Mr. Fontaine is a CERTIFIED FINANCIAL PLANNER™. To become a CFP® David completed 6 courses each with their own final exam to demonstrate his competency in areas such as insurance, taxes, investments, estate planning and retirement. He then successfully passed a 2 day comprehensive exam that averages a 57% pass rate nationwide.David makes active use of beautiful South Florida weather through his outdoor hobbies. A native New Yorker but he still roots for his home team of the Miami Heat. Securities and advisory services offered through SagePoint Financial, Inc. Member FINRA/ SIPC. Insurance offered through Fontaine Retirement Group, An Independent Firm and is not affiliated with SagePoint.
Fontaine Retirement Group, An Independent Firm
View- Website:
- fontaine-retirement.com
- Employees:
- 3
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Founder And PresidentFontaine Retirement Group, An Independent FirmMiami, Fl, Us
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Founder / PresidentFontaine Retirement Group, An Independent Firm May 2002 - PresentMiami/Fort Lauderdale AreaThe Fontaine Retirement Group is an independent financial planning firm specializing in financial planning for individuals about to retire or already retired. I work with clients in developing their financial planning goals, designing the strategies to meet them, and presenting solutions that in turn are implemented. I have several specialties:- Individuals that are retired or about to retire. I can help them address income needs and their estate planning concerns among many other areas. - Business owners, I can help them develop their own personal financial plans and also setting up or fine tuning a retirement plan for the business and developing creative ways to key personnel.- Individuals that have been laid off determine the best course of action for their defined contribution and/or defined benefit plans. I also help them with their financial plan to make sure their retirement goals aren't side tracked as a result of their job change.
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Branch ManagerSagepoint Financial Oct 2015 - PresentAs independent branch of SagePoint Financial, Inc., Member FINRA/SIPC, I am also a business owner. As a Branch Manager I oversee that all the operations of the branch are industry compliant. I offer securities and advisory services through SagePoint Financial, Inc. -
Branch Manager / Financial PlannerRaymond James Financial Services, Inc. May 2002 - Oct 2015 -
Financial AdvisorAmeriprise Financial Mar 2000 - May 2002 -
Financial RepresentativeBank Of America May 1999 - Feb 2000Assisted clients with their personal loans, checking and savings accounts and customer service needs. Indentified opportunities for the banking clients to utilize other services the bank provided such as Trust Services, Mortgages and Investment Management. -
Assistant Branch ManagerRepublic Security Bank Jun 1997 - May 1999Assisted in managing the operations and business development of the branch. Provided on-going training to the staff to maintain a high level of customer satifaction from the bank customers.
David Fontaine Skills
David Fontaine Education Details
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Cardinal Spellman High SchoolHs Diploma
Frequently Asked Questions about David Fontaine
What company does David Fontaine work for?
David Fontaine works for Fontaine Retirement Group, An Independent Firm
What is David Fontaine's role at the current company?
David Fontaine's current role is Founder and President.
What is David Fontaine's email address?
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What is David Fontaine's direct phone number?
David Fontaine's direct phone number is +130545*****
What schools did David Fontaine attend?
David Fontaine attended Iona University, Cardinal Spellman High School.
What skills is David Fontaine known for?
David Fontaine has skills like Estate Planning, Retirement Planning, Series 63, Financial Services, Investments, Training, Strategic Financial Planning, Banking, Wealth Management, Retirement, Investment Management, Finance.
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David Fontaine
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